Equiniti

Manage daily equity compensation plan administration, client service, project initiatives, and liaise with brokers and transfer agents. | 3+ years equity administration experience, CEP certification preferred or willingness to obtain, client management skills, and ability to work in a fast-paced environment. | Management Level F • **This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events** Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration. Core Duties/Responsibilities The successful candidate will be responsible for the following: • Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases • Document client procedures • Maintain client service levels • Liaison with brokers and transfer agents • Project manage client initiatives • Be an ambassador to the marketplace for our products and services Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors: • Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred • 3+ years in the Equity Administration Industry • Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years • Expertise utilizing the Equitrax stock administration platform preferred but not required • Experience in Transfer Agents and Employee Plans • Demonstrated analytical, problem-solving skills, and strong attention to detail • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities • Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration • Must be able to effectively read, write and speak English • May require the need to travel to other locations • Willing and able to work extended hours as needed Compensation • $68,000 - $100,000 + Merit Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

The Call Center Representative is responsible for taking incoming phone inquiries and providing assistance to shareholders. This role involves interacting with shareowners and their representatives to resolve account-related inquiries efficiently and professionally. | Candidates must have at least 1 year of high-volume call center experience and a high school diploma or equivalent. Flexibility regarding schedule and duties is required, and overtime may be necessary based on business needs. | Management Level I ***100% Remote ***Temporary Assignment lasting 3-8 months Start Date: Around September 22nd Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Call Center Representative is a vital member of our Customer Care team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner. In this role, you will be interacting on the phone 100% of the time with shareowners, their representatives, and the investment community supporting activities against share positions held at EQ by Equiniti. The nature of inquires received range from simple to complex and pertain to assisting shareowners and other callers with account related service. Baseline knowledge of the Financial Services industry would be helpful, but not necessary – if you have strong communication skills, excellent phone etiquette, and both a desire and capacity to learn more about the world of financial services, we can prepare you! Core Duties/Responsibilities The successful candidate will be responsible for the following: Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards Candidates must be comfortable using technology working in multiple systems at the same time Performs research during and after calls as needed to resolve problems and inquiries May act as a back-up for inquiries from higher revenue and contractual clients Document call notes ensuring key data is accurately captured in system. Representatives must maintain required performance metrics: Call quality Productivity Adherence to schedule Risk and Compliance requirements Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills, and behaviors: Must have 1+ year of previous high-volume Call Center experience Must be flexible regarding both schedule and daily duties Overtime hours may be required based on business needs with advance notice This is a fast-paced call center environment requiring the ability to multi-task and work collaboratively High School diploma or equivalent One year of High Touch Customer Experience Associate or bachelor's degree or the equivalent combination of education, training, or work is preferred, but not required Compensation: $20.00 hourly Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law. Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.